Tejas Cargo India Limited — Investor Meet, 04-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tejas Cargo India's FY26 income jumped 25.2% to INR 636.5 crore, with PAT rising 9.4% to INR 20.90 crore. EBITDA grew 13% to INR 117 crore, but margins eased to 18.4% due to higher hiring, toll, and insurance costs. Fleet expanded by 205 vehicles (total 1,339), maintaining 82% utilization and 9.3% higher revenue per trip. New verticals like mining contributed 5.5% of revenue, including a 5-year bauxite mining contract worth INR 35-40 crore. Management anticipates FY27 growth similar to FY26, driven by new contracts and EV fleet expansion, supported by long-term customer commitments and stable fuel supply from its Peso license.